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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Casper, WY

Every SEC-registered financial advisor at a firm office in Casper who lists the Certified Financial Planner designation, A to Z.

6 CFP professionals work in Casper; the most are at LPL Financial LLC (3). 5 are also registered broker representatives.

CFP advisors in Casper, A to Z

Every advisor in Casper →

Firms with the most CFP professionals in Casper

LPL Financial LLC 3Ameriprise Financial Services, LLC 1Ashton Thomas Private Wealth 1RBC Capital Markets, LLC 1

CFP advisors in other Wyoming cities

All of Wyoming →

Jackson 13Sheridan 9Cheyenne 5Laramie 4Cody 3Encampment 3Gillette 3

Questions

How many CFP financial advisors are in Casper, WY?

6 SEC-registered investment adviser representatives at firm offices in Casper, Wyoming list the CFP designation; LPL Financial LLC employs the most of them (3).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP in Casper?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.